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Newbridge Financial Services Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Newbridge Financial Services Group’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,302
Closed -$69K – 1537
2021
Q2 		$69K Buy
4,302
+56
+1% +$871 0.04% 354
2021
Q1 		$64K Hold
4,246
– – 0.05% 344
2020
Q4 		$65K Buy
4,246
+16
+0.4% +$236 0.05% 278
2020
Q3 		$61K Buy
+4,230
New +$61.4K 0.06% 280

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RCM
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UBS Group
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newbridge Financial Services Group's NAD Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2021, closing a stake of 4,302 shares — an estimated $69K sold.

Newbridge Financial Services Group first reported a position in NAD in Q3 2020 and held it in 4 quarters. The position peaked at $69K in Q2 2021. 249 funds tracked by Wall St. Rank hold NAD as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 4,302 Nuveen Quality Municipal Income Fund shares in Q3 2021, an estimated $69K.
  • Newbridge Financial Services Group first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Nuveen Quality Municipal Income Fund position peaked at $69K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.